Features

Custom Objects & Fields (Initial Release)

This release introduces a flexible way to extend your CRM data model without code.

Admin-driven configuration for HCO/HCP:
Administrators can create custom attributes for Accounts (HCOs) and Contacts (HCPs) directly in the Admin UI, using governed field types and fixed value lists to ensure data consistency.

End-to-end platform visibility:
Newly created fields are available across forms and lists in operational modules, enabling teams to capture specific business context immediately.

Analytics availability (next day):
Custom fields are ingested by the analytics pipeline overnight and become available in Report Builder and Power BI dashboards the next day.
They can be used as filters, groupings, and dimensions in tables and charts.
No engineering tickets required—analytics teams can adopt new fields on the following business day.

Governance & quality:
Support for controlled value sets and validation rules (as configured by Admins) to keep reporting clean and reliable.

Why it matters: Customers can tailor the data model to their processes and see those changes reflected in reporting the next morning, minimizing time-to-insight.

Cloud CRM Web App – Field Execution Parity

We continue to bring near-parity between the mobile app and the web experience so teams can operate from any device.

Brand promotion workflows on the Web:
Users can manage brand promotions directly in the web app with functionality aligned to mobile.

Visit detailing in the browser:
Record physician (HCP) visit outcomes and pharmacy store-check results, including agreements and notes, with smooth desktop UX.

Any device, zero install:
Run in a modern browser on laptops or shared workstations with full online connectivity.
(Offline remains supported on mobile.)

Operational continuity:
Reps can switch from offline mobile to the web version with minimal functional loss, ensuring continuity in hybrid work scenarios.

Why it matters: Greater flexibility and adoption for field and office users, fewer context switches, and faster execution.

Report Builder & Power BI – Self-Serve Analytics Editing

Empower customer BI teams to adapt dashboards without waiting on development cycles.

Granular edit permissions:
Tenant admins can grant dashboard edit rights to the customer’s analytics team.

Use newly created fields after nightly refresh:
On the next day, newly added custom fields become selectable in Report Builder and available to add to Power BI visuals and filters.

Dashboard as a tool:
The dashboard itself becomes a configurable workspace—administrators can modify layouts, filters, charts, and metrics to make working with it as efficient as possible.

Faster iteration:
Analysts can adjust layouts, filters, charts, and dimensions based on business needs, accelerating insight delivery.

Why it matters: BI teams get a powerful toolkit to shape dashboards around evolving KPIs while staying aligned with governed data.

Bug Fixes

Improved Data Synchronization

Fixed inconsistencies between mobile and web versions when updating visit details and brand promotions.

Why it matters: Ensures field data remains accurate and consistent across devices, reducing rework.

Dashboard Stability

Resolved errors that occurred when applying multiple filters or editing large reports in Power BI.

Why it matters: Users can confidently modify dashboards without interruptions, ensuring smooth analysis.

Custom Field Validation

Corrected issues with validation rules not applying consistently to new custom attributes in the Admin UI.

Why it matters: Keeps data clean, standardized, and reliable for reporting.

UI & Performance

Optimized form loading, fixed broken links in the web app, and improved responsiveness on slower connections.

Why it matters: Provides a smoother user experience, especially in high-volume or remote environments.